Free Marketing Check-up

Are you spending money on marketing and not sure how effective it is in bringing in new customers? Do you know why your customers really buy from you? Are you following a defined marketing plan? If you haven’t considered marketing in a strategic and systematic way, then you should complete the form below to receive your complementary Marketing Check-up (a $250 value).

It should take you fewer than ten minutes to complete, but the value to your business may last a lifetime. After you submit the information, Ann will contact you to schedule a 30-minute session to review your existing marketing, give you a quick snapshot on the effectiveness of your web site and suggest several ways to make improvements right now.

At any given time, approximately how many people are working under you on projects or in your office?

Are you a Business to Business (B2B) or Business to Consumer (B2C) company?*

Business to Business

Business to Consumer

Both

How much of an investment in marketing do you think it will take over the next 12 months to take your business to the next level? (This total should include advertising, PR, consulting, direct mail, website, etc.)*

Under $5,000 (the self-study version may be the best option for you)

Under $20,000 (If you are a solopreneur, this may be an effective amount. Product/retail businesses need to spend more.)

Between $20,000 and $49,999 (Good. You know that marketing is important, but this almost the bare minimum)

Over $50,000 (Great, this gives us an idea of how important marketing is to you)

How many people in your company are dedicated to marketing?*

2 or more

1

< 1 (under 40 hours per week or partial job responsibiltiy)

Just me

Strategy Before Tactics

Strategy and tactics must go hand in hand in order for a business to achieve a measure of true momentum, but an effective strategy must be in place before any set of tactics make sense.
“All men can see these tactics whereby I conquer, but what none can see is the strategy out of which victory is evolved." - Sun Tzu and The Art of War

Describe your ideal client / customer as thoroughly as possible.*

Describe the core point of differentiation for your business vs. others in your same field. What makes you stand out from your closest competitors?*

List at least 3 competitors, their website URLs and strengths.*

Educational Content Builds TRUST

People today have come to expect to find information about any product, service, company, individual, cause or challenge they face by simply turning to the search engine of their choice.
So, if they’re not finding content that you’ve produced that provides them that information, even if someone referred them directly to you, there’s a pretty good chance you won’t be worthy of their trust.

Check all that apply - We use the following in our educational marketing and promotion...

Blog

Articles

White papers / eBooks

Free reports

Video

Workshops / Seminars / Speaking

Partner content

Newsletter

Email drip

Case studies

Marketing kit

Media kit

Testimonials

Customer reviews

Check all that apply... We use the following to help build TRUST:

Active posts on sites like Houzz

Free "how to" content

Low cost "trial" offers

Prospect assessment tool

New customer kit

Results review sessions

Customer feedback tools

Free workshops

Other

Online Presence

The web just keeps gaining significance in the world of small business and it’s no longer enough to think about your website as your online strategy.
Marketing today means building a great deal of your thinking around a total online presence.

Check all that apply... Our online presence includes...

Website

Blog

SEO - active package

Email newsletter

Email lead capture form

Email autoresponder

Landing pages

Pay per click advertising

Facebook page

Houzz profile

LinkedIn company page

Yelp profile (claimed, updated and monitored)

Google My Business

Twitter

Angies List or other

Reputation management

Competitive monitoring

Customer service

Directory citations

Our website was built in ...

Please share with us some notes on your current website

Lead Generation and Sales

Generally speaking there is no one magic way to generate a tons of leads. Granted, for some businesses there are more effective ways, but on the whole long-term effective lead generation comes down to a combination of advertising, public relations and a systematic approach to referrals – the lead generation trio as we like to call them.

Check all of the tactics you currently use to generate leads.

SEO

Referral program

Online advertising / PPC

Paid lead gen such as Angies List, BBB, Diamond Certified

Word of mouth

Print advertising

Radio / TV

Direct mail

Direct sales

Directory advertising such as YP.com or Yelp

Houzz

PR efforts

Email promotion

Flyers

Other (please elaborate below)

Describe your lead conversion process

Keeping Score

Building business momentum usually comes down to understanding these four variables and going to work on improving them: 1) % of leads converted 2) Average $ amount per customer/transaction 3) Average number of transactions with each customer 4) Cost to generate a customer.

Check all that apply - We track...

Annual revenue

Average job size

Number of leads by source

Number of referrals

Cost / client acquisition

Profit per job

% of leads converted

% of client referrals

Social media tracking

PR mentions

Testimonials

Client satisfaction

Repeat customers

Do you have and use a MARKETING PLAN?

Yes

No

Kind of

Do you have and use a MARKETING CLAENDAR?

Yes

No

Kind of

Describe your greatest marketing challenge right now.

I foresee making changes to our marketing in the next year because (check all that apply)...